Learn how to break down and understand the balance sheet section by section.
Many people may have financial statements in front of them but they do not know what they should be looking for. The financial statements can be seen as a maze as there is so much information and people do not know where to start looking first. Learn where you can find the balance sheet information you need and then depending on your needs (are you looking to invest in the firm, be employed by the firm, consider getting a loan or extending a line of credit) how to break down the balance sheet section by section, do comparisons, calculate ratios, and make a final decision. Gain the tools needed to do everything mentioned above and make sound decisions for your organization.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Where to Find Balance Sheet Information - SEC Website, Audited Financial Statements
What Is the Make-up of the Balance Sheet and What Should One Look for to Analyze?
Understand Current Asset and Current Liabilities, What They Are and How They Impact Working Capital
Discuss How to Common Size the Balance Sheet so It Can Be Used for Comparative Purposes
Discuss and Explain the Important Ratios That Can Be Pulled off of the Balance Sheet; Liquidity Ratios, Leverage Ratios
How to Gather Information and Make Decisions for; Setting a Line of Credit, Deciding to Buy Stock in This Company, Make a Loan to Them
The 5 C's of Credit -Most of Them Come From the Balance Sheet
How to Finalize Your Decision and Present It to Management
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 22, 2021.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Ronald A. Sereika
Mspark
Ronald A. Sereika, CCE, CEW
- Director of credit and payment solutions for Mspark
- 34 years of managing credit departments
- Speaker at NACM Credit Congress and NACM Eastern Credit conference, and taught NACM CAP classes
- Author of articles in Credit Magazine, The importance of building relationships
- Member of NACM and past member of several trade groups and NAA
- 2010 NACM Instructor of the Year, 2013 NACM CCE of the Year
- B.S. degree in accounting, Fredonia State University; certification in credit and finance, Amos Tuck School at Dartmouth University
- Can be contacted at [email protected] or 585-705-0304
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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